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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,756 | $57,073+8.2% | $85,126-27.5% | $80,925-23.7% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.7%+24.9pp |
| Annual return | 19.83% | 21.69%-1.9pp | 66.63%-46.8pp | 35.65%-15.8pp |
| Employer contribution / active EE | $5,367 | $1,801+198.0% | $2,731+96.5% | $2,756+94.7% |
| Participant deferral / active EE | $11,208 | $3,113+260.0% | $4,523+147.8% | $4,299+160.7% |
| Admin fee / account holder | $7,382 | $4,988+48.0% | $6,160+19.8% | $6,940+6.4% |